RWM
FLOT icon

Revisor Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Revisor Wealth Management’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,918
Closed -$403K – 273
2025
Q2 		$403K Sell
7,918
-9,961
-56% -$506K 0.15% 166
2025
Q1 		$913K Buy
17,879
+13,569
+315% +$692K 0.41% 50
2024
Q4 		$219K Buy
+4,310
New +$220K 0.2% 112
2024
Q3 		– Sell
-6,169
Closed -$315K – 177
2024
Q2 		$315K Buy
6,169
+983
+19% +$50.1K 0.22% 112
2024
Q1 		$264K Buy
5,186
+408
+9% +$20.8K 0.12% 161
2023
Q4 		$242K Buy
4,778
+344
+8% +$17.4K 0.28% 107
2023
Q3 		$226K Buy
+4,434
New +$225K 0.19% 137
2023
Q2 		– Sell
-6,098
Closed -$307K – 160
2023
Q1 		$307K Buy
+6,098
New +$308K 0.28% 96

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return